Meet the Team
Advisors Who Take The Time To Get To Know You
Meet the financial professionals who support members through planning, investing, and life’s transitions. Our team brings experience, care, and a commitment to listening first—so every recommendation reflects your goals, priorities, and comfort level. As part of the Peak Credit Union family, we work closely with members to provide guidance that feels approachable, thoughtful, and easy to understand.
Who We Serve
See how we support individuals, families, and professionals across many life stages and careers.